Betting on Mark and the supercycle. But...Everyone needs to understand what the consequences are in a commodity supercycle. Every sector has a cycle it goes through. Commodities being no exception. The end game for a reset in the economic cycle is the liquidity that flows into commodities. But why does this happen? This usually happens because people remove their money from the markets and invest in commodities as a safe haven. This comes from a falling US dollar and higher inflation.
The FED continues to prop up the markets. This will be the death of the US dollar and a huge run in metals and commodities in general. When the commdity supercycle ends, we go through a very significant correction in everything. Due to a recession which causes deflation. This will be no different.
I assumed we would have seen a slightly larger drop in the markets by now. Down to about 3300 S&P. I think the FED intervened when the banks started to falter. They keep kicking the can down the road.
Every 3.5 - 4 years we put in a major low in the markets. That's coming due by next spring but the process starts earlier. My guess is it'll start this fall, roughly. Keep that in mind.
So we might be wishing for a commodity/nickel supercycle, but everyone needs to understand what that means. Mark has a small window to make this work and we better hope it does. If CNC goes down so will so many other juniors being we're already so far ahead of the game in the process. GLTA